Seeking Alpha: Do Boeing Investors Need To Worry About The Order Book?

Commercial aerospace has moved from a state where investors worried about whether orders would materialize to worrying about the profitability and delivery timelines for those orders. More recently, though, the CEO of a major aircraft leasing company has sounded a warning that aircraft order rates may be unsustainable and suggested that the rich order books at Boeing (BA) and Airbus may end up being something of a mirage.

Warnings From Someone Who Ought To Know
Late in February, Aengus Kelly, the CEO of AerCap Holdings (AER), warned in an interview that the order books at Boeing and Airbus may never be fully realized. For those not familiar with AerCap, it's the third-largest aircraft lessor in the world and presently the largest publicly-traded lessor.

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Do Boeing Investors Need To Worry About The Order Book?